Encode Ideas

Encode Ideas

Encode Ideas covers micro-cap and small-cap biotech. We focus on names that are misunderstood or mispriced. Our work distills complicated biotech into a clear narrative, so the thesis is easy to follow whether you’re a specialist or a generalist.

Buried In A Patent: Pasithea’s First NF1 Data

Oct 21, 2026

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9 min read

Buried In A Patent: Pasithea’s First NF1 Data

KTTA

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Encode Ideas
Biotech Needs A Win. It Only Takes One.

Oct 8, 2026

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11 min read

Biotech Needs A Win. It Only Takes One.

Eight near-term catalysts: EPRX, OVID, ABOS, TLPH, MSLE, PMN, COYA, EQ

Encode Ideas
Encode Ideas
Coya: The ALS Study Nobody Is Watching - Except Dr. Reddy's

Sep 30, 2026

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8 min read

Coya: The ALS Study Nobody Is Watching - Except Dr. Reddy's

COYA

Encode Ideas
Encode Ideas
Xenon: A Reset That Went Too Far

Sep 28, 2026

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6 min read

Xenon: A Reset That Went Too Far

XENE BHVN

Encode Ideas
Encode Ideas
Protara: Roster Decisions

Aug 31, 2026

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7 min read

Protara: Roster Decisions

TARA PVLA

Encode Ideas
Encode Ideas
ProMIS Delivered...Now Comes The Harder Part

Aug 27, 2026

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4 min read

ProMIS Delivered...Now Comes The Harder Part

PMN ABOS

Encode Ideas
Encode Ideas
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